The questions you ask prospective board portal providers will have a significant impact on the effectiveness, efficiency, and security of your meetings. The right portal will provide your administrator with the security they require, decrease the time it takes to prepare material and provide the most secure security. Directors who are heavily involved to fully participate in meetings, while also providing tools to ensure smooth workflow. This allows them to focus on strategy and management.
Choose a vendor that is known in the industry for its robust and flexible features, a simple user interface, seamless integration with your existing systems and an efficient method of signing documents digitally. You should also look at the company’s security certifications (such as CMMI-SW, SOC 2, ISO 27001 or HIPAA) and third-party security audits that they have completed.
Additionally, it is essential that your portal connects with the email system in your organization and also has integrated integration capabilities for storage solutions for documents. This lets your company communicate more quickly with its members because they are able to use their familiar channels instead of emails which are monitored outside the company.
Ask if the vendor provides an immediate customer support service available all hours of the day. The top portal providers have a dedicated customer support team that is happy to assist you with any issues you or your board members may confront. They are also happy to provide testimonials and references from other organizations that have used their service.
prioritize data room security for safeguarding sensitive information